How big is Pollock Investment Advisors LLC's plan?

Pollock Investment Advisors LLC's plan reported $1.9M in assets and 6 participants for 2025.

Original filing (PDF)20260219161836NAL0009677792001

Pollock Investment Advisors LLC

Name: Pollock Investment Advisors LLC — Pollock Investment, Form 5500 (2025)
Creator: Pollock Investment Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pollock Investment Advisors LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Pollock Investment Advisors LLC's Pollock Investment Advisors LLC 401(k) Profit Sharing Plan and Trust held $1.9M in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Robert N. Pollock, Jr. signed Pollock Investment Advisors LLC's 2025 Form 5500 as plan administrator.

Robert N. Pollock, Jr. — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Pollock Investment Advisors LLC's EIN is 20-5619047.

EIN 20-5619047

Plan number 001

Plan year 2025

ACK ID 20260219161836NAL0009677792001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Pollock Investment Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Pollock Investment Advisors LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for POLLOCK INVESTMENT ADVISORS LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score